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The Coopersmith Group of Truist Investment Services, Inc. The Coopersmith Group of Truist Investment Services, Inc.

The Coopersmith Group of Truist Investment Services, Inc.

Oviedo River Oaks Branch

1880 W County Rd 419,

Oviedo, FL 32765

TheCoopersmithGroup@Truist.com

Phone 407-237-5007

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Who we are

The Coopersmith Group of Truist Investment Services, Inc. is a brokerage and advisory practice located in Central Florida that consists of a team of financial professionals that offer more than 20 years of financial services, banking, and investment management experience.
Check the background of this investment professional on FINRA's BrokerCheck

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • Philanthropic strategies, charitable structure evaluation, private foundations and grant management, donor advised funds

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

Our primary goals are advising and consulting with clients about their financial development, the management of investment strategies and the implementation of long-term wealth management plans. The group's key focus is to help clients work toward their immediate and long-term financial objectives.

We take pride in delivering exceptional service that we feel clients deserve. Our service strategies include building long lasting relationships, having open lines of communication and always putting our clients first. We will remain committed to providing services built on a foundation of trust, and transparency.
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